WIM

Westside Investment Management Portfolio holdings

AUM $626M
1-Year Est. Return 27.18%
This Quarter Est. Return
1 Year Est. Return
+27.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
629
New
Increased
Reduced
Closed

Top Buys

1
+$55.1M
2
+$12.6M
3
+$5.27M
4
NOC icon
Northrop Grumman
NOC
+$3.97M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 42.8%
2 Industrials 6.59%
3 Healthcare 6.46%
4 Consumer Discretionary 3.04%
5 Communication Services 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$40.9K 0.03%
+832
202
$39.8K 0.03%
+2,462
203
$39.5K 0.03%
+1,200
204
$39.2K 0.03%
+360
205
$38.7K 0.03%
+825
206
$38.2K 0.03%
+593
207
$37.5K 0.03%
+360
208
$36.7K 0.03%
+500
209
$36.6K 0.02%
+693
210
$36.3K 0.02%
+1,860
211
$36.2K 0.02%
+1,450
212
$35.8K 0.02%
+700
213
$35.5K 0.02%
+418
214
$34.9K 0.02%
+400
215
$34.9K 0.02%
+1,365
216
$34.4K 0.02%
+1,027
217
$34.1K 0.02%
+1,195
218
$33.5K 0.02%
+296
219
$33.4K 0.02%
+1,107
220
$33.2K 0.02%
+305
221
$32.8K 0.02%
+533
222
$32.6K 0.02%
+1,425
223
$32.4K 0.02%
+652
224
$32.3K 0.02%
+673
225
$31.5K 0.02%
+569
7 8
9
10 11